Filed April 25, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,029 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,542 | $62,928-53.1% | $172,739-82.9% | $67,579-56.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 5.94% | 30.36%-24.4pp | 802.84%-796.9pp | 378.56%-372.6pp |
| Employer contribution / active EE | $644 | $1,636-60.6% | $5,143-87.5% | $2,148-70.0% |
| Participant deferral / active EE | $2,354 | $2,145+9.7% | $5,198-54.7% | $3,539-33.5% |
| Admin fee / account holder | $6 | $167-96.3% | $13,954-100.0% | $142-95.6% |